See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $610,257 | $183,519+232.5% | $155,509+292.4% | $145,922+318.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $59,029 | $5,313+1011.1% | $4,672+1163.3% | $4,660+1166.8% |
| Participant deferral / active EE | $21,093 | $6,462+226.4% | $5,626+274.9% | $6,688+215.4% |
| Admin fee / account holder | $212,587 | $19,313+1000.7% | $15,912+1236.0% | $13,397+1486.8% |